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# ![@SCapStrategist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1928027116668428289.png) @SCapStrategist TSCS

TSCS posts on X about ai, debt, if you, in 2026 the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1928027116668428289/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:interactions.svg)

- X Week XXXXX -XXXX%
- X Month XXXXXX +81%

### Mentions: X [#](/creator/twitter::1928027116668428289/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%

### Followers: XXX [#](/creator/twitter::1928027116668428289/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:followers.svg)

- X Week XXX +3.10%
- X Month XXX +27%

### CreatorRank: undefined [#](/creator/twitter::1928027116668428289/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[ai](/topic/ai) 15.38%, [debt](/topic/debt) 15.38%, [if you](/topic/if-you) 7.69%, [in 2026](/topic/in-2026) 7.69%, [$ivn](/topic/$ivn) 7.69%, [$acp](/topic/$acp) 7.69%, [rates](/topic/rates) 7.69%, [$csu](/topic/$csu) 7.69%, [gem](/topic/gem) 7.69%, [$andrvi](/topic/$andrvi) XXXX%

**Top accounts mentioned or mentioned by**
[@evfcfaddict](/creator/undefined) [@kobeissiletter](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stefanwintertoo](/creator/undefined)

**Top assets mentioned**
[abrdn Income Credit Strategies Fund (ACP)](/topic/$acp) [Carvana Co. (CVNA)](/topic/$cvna)
### Top Social Posts
Top posts by engagements in the last XX hours

"Ivanhoe just powered on Africa's largest copper smelter and finally showed what Kamoa-Kakula will really produce in 2026 and 2027. If you are long copper or AI data centers and ignore extraction ratios and DRC risk you are flying blind. #copper $IVN"  
[X Link](https://x.com/SCapStrategist/status/1996954059178115431)  2025-12-05T14:45Z XXX followers, XXX engagements


"Overlooked gem $ACP is set for a massive re-rating. Constellation's Topicus just took a stake bringing "magnetic hurdle rates" to a VMS powerhouse with high switching costs & XX% recurring revenue. Full analysis link in bio. #ValueInvesting #Software #ConstellationSoftware #Asseco #WSE $CSU"  
[X Link](https://x.com/SCapStrategist/status/1974631955351081349)  2025-10-05T00:25Z XXX followers, XXX engagements


"@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company"  
[X Link](https://x.com/SCapStrategist/status/1975566958860063203)  2025-10-07T14:20Z XXX followers, 1248 engagements


"Carvana is about to join the S&P XXX while XX% of its profits come from flipping subprime auto loans and booking lifetime gains upfront. In our deep dive we lay out why this isnt a turnaround its a fragility engine: Record profitability driven by gainonsale accounting and subprime paper that someone else has to hold A debt stack stuffed with PIK and maturities that dont work if ABS demand blinks A control shareholder who has already extracted billions in stock sales while regulatory and legal risk keeps mounting If youre long CVNA because of the S&P XXX inclusion or memestock momentum read"  
[X Link](https://x.com/SCapStrategist/status/1997630022232756708)  2025-12-07T11:31Z XXX followers, XXX engagements


"THE $XX BILLION GEOLOGICAL HOSTAGE Ivanhoe Mines owns the best copper asset on earth. But they just admitted their "growth engine" is broken until 2027. The market sees a "mining stock" oscillating with copper prices. We see a collision between a geological freak of nature and the fragility of engineering models. Here is the operational nightmare nobody is pricing in correctly. The May 2025 "seismic event" was not an act of God. It was a calculation error. The backfill failed to take the stress. The pillars yielded. The mine flooded. This effectively invalidated the XX% extraction ratio"  
[X Link](https://x.com/SCapStrategist/status/1998683062394040520)  2025-12-10T09:15Z XXX followers, XXX engagements


"Hyperscaler credit spreads are finally widening. The bond market just realized that issuing $1.5T in 10-year debt to buy 3-year assets isn't "investment" its a duration mismatch that would make a subprime lender blush. The "cash-rich" tech narrative is officially dead. #AI"  
[X Link](https://x.com/SCapStrategist/status/1998854623734673609)  2025-12-10T20:37Z XXX followers, XXX engagements


"THE "FAILED STATE" MONOPOLY The market looks at CMOC Group and sees a "risky miner" in the DRC. They are pricing it for disaster. We just conducted a forensic analysis and what we found is the single most asymmetric trade in the commodities sector. Here is the operational reality the "DRC risk" narrative is hiding. CMOC is not "surviving" the chaos. It is weaponizing it. They control XX% of the global cobalt supply. The DRCs new export quota system isn't a penalty. It is a state-sponsored cartel. By capping exports the government has inadvertently guaranteed a price floor for the lowest-cost"  
[X Link](https://x.com/SCapStrategist/status/1999041787994808801)  2025-12-11T09:01Z XXX followers, XX engagements